Apr 19, 09:27
Samsung top execs visit Taiwan flash controller companies
Samsung Electronics' top executives, led by co-CEO Kyung Kye-Hyun, recently visited Taiwan to meet with local suppliers such as Silicon Motion Technology, a major manufacturer of NAND flash controllers and a long-standing partner of Samsung, according to industry sources.
On April 19, SK Hynix announced that it had recently signed a memorandum of understanding (MOU) with TSMC. The two companies will collaborate closely on producing next-generation high bandwidth memory (HBM) products and enhancing advanced packaging technologies integrating HBM with logic layers.
Samsung Electronics is reportedly expanding its artificial intelligence (AI) chip design research organization in Silicon Valley to challenge Nvidia, the current leader in the AI semiconductor market, by developing AI chips based on the RISC-V architecture.
Intel's Fab 52 in Arizona is likely to miss its original target of starting commercial production by the end of 2024, and its prospective rollout of 2nm chips at the plant might not occur until the second half of 2025, as suggested by the company's recent updates on its major construction projects worldwide.
According to SE Daily and Hankyung reports on April 17, starting as early as this week, subsidiaries of Samsung Group are reportedly implementing a one-day weekend policy for their senior executives to address challenges like declining performance, fluctuating exchange rates, and oil price changes.
Tong Hsing Electronics Industries saw automotive products contribute to 66% of its revenue in the first quarter of this year.
With NAND Flash demand picking up, leading players like Samsung Electronics, SK Hynix, Kioxia, and Western Digital have started ramping up wafer production in NAND lines. However, to prevent price impacts, memory manufacturers are cautiously adjusting capacity and setting limits on wafer production.
Strong AI chip demand is crucial to TSMC's fab site expansion in the US, according to the pure-play foundry.
Taiwan's Financial Supervisory Commission (FSC) released data showing that as of December 2023, 1,209 Taiwanese companies had invested NT$2,735.6 billion (US$84.2 billion) in China, an increase of NT$32.4 billion from the end of 2022. However, investment repatriation from China last year alone accounted for 17.5% of the accumulated amount over the past, probably due to capital needs for supply chain migration.
TSMC offered its take on market developments at its quarterly earnings call on April 18: while demand for AI-related high-performance computing (HPC) continues to grow, the same cannot be said for other applications.
After releasing its first quarter financial results on April 18, TSMC issued another important news release later in the evening to explain the impact of the April 3 earthquake.
Topco Quartz Products (TQP) is a joint venture between Topco Scientific (TSC) and Shin-Etsu Quartz. TQP's new plant in southern Taiwan, whose opening ceremony was held on April 18, will dedicate all of its capacity to TSMC, boosting the firm's capacity by 50% and potential annual revenue by NT$2 billion (US$61.59 million).